+542.7%
PBR vs VRSN
+33.8%
+508.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -1.0% |
| 7D | +5.4% | +0.2% | +5.2% | +5.3% |
| 30D | +22.9% | +3.8% | +19.1% | +22.4% |
| 3M | +19.6% | +5.0% | +14.6% | +19.0% |
| 6M | +16.5% | +24.9% | -8.4% | +13.8% |
| YTD | +86.7% | +21.6% | +65.0% | +82.8% |
| 1Y | +74.7% | +2.4% | +72.3% | +74.6% |
| 3Y | +102.6% | +47.3% | +55.2% | +92.1% |
| All | +542.7% | +33.8% | +508.8% | +538.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling